This Month
Fundies pull money from oil with prices tipped to sink
Bullish bets on oil have been dialled back as the outlook for the commodity worsens under Donald Trump’s push for cheaper energy.
13 stock picks from top female fundies (and how to trade Trump)
It’s not a comfortable time to invest as the US president shocks markets daily. But for investors who can be selective, there may be bargains.
Time to shake up equities after a ‘head scratcher’ earnings season
The sharemarket is starting to shift its focus away from profit growth, which means what has worked for the last 12 months may not work for the next 12.
February
Why Lazard is tipping a turnaround in these ASX fast food stocks
Tim Zhao says the latest banks sell-off could be the start of a correction and expects struggling quick service restaurant operators to reverse their fortunes.
The biggest pain trade isn’t the magnificent seven correction
While sentiment around the all-conquering US sharemarket appears to be shifting, gains in another big market have investors feeling uncomfortable.
These ASX laggards should benefit from RBA rate cuts
While lower borrowing costs have already been factored into some parts of the sharemarket, other areas are primed for a rally, says Bell Potter.
This $6.5 trillion investor is looking beyond Australian stocks
UBS, the world’s largest wealth manager, is instead betting on China and the blistering technology rally that it says has much further to run.
How to build a portfolio using just three ETFs
It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.
The ASX stocks to buy and avoid this reporting season
Bell Potter warned that bank and technology shares are vulnerable to a sell-off. Instead, there are bargains to be found in healthcare and utilities.
Is investing in a PE fund manager smarter than investing in a PE fund?
Private equity may have an image problem. But public market investors still like what they see – exposure to a lucrative and growing area of finance.
Why Platypus got out of BHP but kept Rio Tinto
Portfolio manager Stephen Butel explains why he’s weary of the mining giant and names two ASX-stocks that are flying beneath the market’s radar.
Ex-L1 fundie catches big fish with rival long-short strategy
Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.
January
Don’t rubbish DeepSeek hype so quickly, say top Asia fundies
Could US rules limiting high-end chip sales to China have fuelled the development of superior AI? Investors say the Chinese start-up should be closely watched.
Jun Bei Liu ready to open doors of new start-up
The star stockpicker and her co-founder, Jason Todd, have struck out on their own with new investment firm TenCap.
Investors bank on iron ore saving dividends in 2025
An unexpectedly strong start for the steel-making commodity has raised hopes that the major miners will provide a larger source of income for investors in 2025.
New ETF lets investors short ASX stocks, puts hedge funds on notice
A new offering to retail investors will open the door to the kind of high-risk strategies usually reserved for clients of high finance.
Here are a few stock picks that you may not have heard of
Canopy Investors’ Michael Poulsen discusses why he’s so bullish on Wise and names a few other stocks that are flying under the radar.
Veteran financial crash survivor warns of 2025 Wall Street bubble
After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares are flashing red.
December 2024
Global fund managers are ‘super bullish’ on US equities
“Long magnificent seven”, which is long-term investment in US mega-cap tech stocks, has held the top spot for the most crowded trade for 21 consecutive months.
Top fundies name their stock picks for 2025
From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.